From Chaos to Clarity: How NATALI Transformed Salon Management with a Custom CRM and Booksy automation

4 March 2025
Ask A Question
Managing multiple salon locations was a challenge for NATALI—customer data was scattered, reports had to be manually merged every month, and automation was non-existent. We built a custom CRM that centralized all their data, integrated real-time analytics, and automated key business processes. Now, NATALI can track performance effortlessly, engage customers smarter, and make data-driven decisions—all from a single, reliable platform.
NATALI, a well-established hair salon business, was using Booksy for managing bookings, but it lacked advanced features for customer segmentation and automation. They needed a more tailored solution to track salon performance in real-time and gain deeper insights into their customer base.
1
Challenge
While Booksy handled basic appointment scheduling, it fell short when it came to business analytics and automation. NATALI struggled to segment their customers, track business performance across multiple locations, and implement automated processes to enhance customer engagement and retention. Additionally, their data was scattered across multiple systems, requiring manual merging of reports every month just to get a clear picture of their business performance. This process was time-consuming, error-prone, and prevented them from making real-time decisions.

Full Case Study

Managing a hair salon is more than just scheduling appointments – it’s about understanding customer preferences, optimizing staff efficiency, and making data-driven decisions to grow the business. NATALI had been using Booksy to handle bookings, but they quickly realized that it wasn’t enough.

They needed:

  • Customer segmentation tools to personalize services and marketing efforts.

  • Real-time analytics to monitor salon performance across multiple locations.

  • Automation features to improve client engagement and reduce administrative workload.

  • A centralized data solution to eliminate the manual merging of reports from different systems every month.

Without these capabilities, NATALI found themselves manually tracking customer behavior, struggling to optimize marketing campaigns, and missing opportunities to improve client retention.

2

What We Did

We developed a custom Salon CRM that seamlessly integrated with their existing booking system while providing advanced data visualization dashboards. More importantly, we consolidated all fragmented data into a single, reliable platform, eliminating the need for manual data merging and giving NATALI instant access to real-time insights.

We took on the challenge with a full-scale development approach:

We designed and developed a custom Salon CRM that gave NATALI full control over their business operations, along with a data visualization dashboard for real-time performance tracking. Our solution included:

  1. Advanced Customer Segmentation:
    • Grouped customers based on visit frequency, spending habits, and service preferences.
    • Enabled targeted promotions and loyalty programs.
  2. Real-Time Data Visualization:
    • Created an interactive dashboard displaying key business metrics across all salon locations.
    • Integrated booking trends, revenue insights, and staff performance into a single view.
  3. Automated Marketing & Client Engagement:
    • Implemented automated appointment reminders, follow-ups, and rebooking prompts.
    • Integrated email and SMS campaigns personalized for different customer segments.
  4. Consolidating Data into a Single, Reliable System:
    • Brought together all scattered data sources into a unified platform.
    • Eliminated the need for manual merging of spreadsheets and reports.
    • Provided a real-time and trustworthy single source of truth for business decisions.
  5. Seamless Integration with Existing Systems:
    • Synced the CRM with Booksy to retain existing appointment management while expanding functionality.
    • Ensured smooth data migration with no disruption to daily operations.

Why It Was Important to the Business? With multiple locations and a growing customer base, NATALI needed a centralized system that allowed them to make smarter decisions. The new CRM helped them:

  • Understand their customers better.
  • Optimize their marketing efforts.
  • Reduce administrative workload with automation.
  • Monitor salon performance on a single screen in real-time.
  • Eliminate the frustration of manually merging monthly reports.
3

The Result

NATALI now has a fully customized solution tailored to their business needs, enabling them to make data-driven decisions, enhance customer retention, and streamline daily operations.

Instead of relying on static reports or gut feeling, Team at NATALI now makes data-driven decisions that directly impact revenue and customer satisfaction.

We

  • Improved customer retention by offering personalized experiences based on client history.
  • Increased operational efficiency with automated workflows and performance tracking.
  • Enhanced decision-making with real-time insights into business trends and staff productivity.
  • Saved hours of manual data consolidation each month.

 

Lessons Learned & Insights: This project proved that off-the-shelf solutions like Booksy are great for basic booking management, but businesses looking to scale need more than just a calendar.

Custom CRM solutions provide the flexibility, insights, and automation that salons need to stay ahead of the competition.

If your salon or service-based business is struggling with customer retention, performance tracking, or automation, let’s talk about how a tailored solution can help you grow.

Lets Solve Your Problem

Other Projects

Accelerating Development for Strøm – A Danish Digital Transformation Studio

Strom, a fast-growing Danish software company, was struggling to keep up with development demands across multiple projects. They needed a flexible, skilled team that could step in and accelerate progress without slowing things down with lengthy onboarding
1
Challenge
With too few developers and too many tasks, Strom’s projects were falling behind. The lack of versatile full-stack developers made it difficult to deliver features, implement fixes, and respond to client requests on time.
2

What We Did

We provided a team of experienced full-stack developers who quickly integrated with Strom’s existing processes. Our developers’ broad skill sets allowed them to work across various stacks, significantly increasing development speed and productivity.
3

The Result

Development velocity increased dramatically, helping Strom meet deadlines, satisfy clients, and reduce backlog pressure.
Get the Full Stories

Developing a Custom BWC System for KTA and the Polish Police

KTA needed a reliable, secure system for managing Body-Worn Cameras (BWC) for the Polish police. The system required custom software and hardware solutions, along with passing stringent government tests.
1
Challenge
The police needed a platform to record, upload, and manage BWC footage while ensuring secure evidence handling. The solution had to pass rigorous testing at the National Institute of Telecommunications.
2

What We Did

We built a complete BWC system from scratch, including a custom UI, a secure backend, microservices, and proprietary docking stations for automatic uploads and charging.
3

The Result

The system passed all government tests, streamlined evidence management.
Get the Full Stories

Strengthening CyberTarcza Security for Fujitsu

Fujitsu, a global tech leader, needed a thorough security audit for their CyberTarcza (CyberGuard) platform. They were concerned about potential vulnerabilities in the system, which was originally developed by an external team.
1
Challenge
When Fujitsu contacted us, their CyberTarcza (CyberGuard) platform was already in production, protecting sensitive infrastructure. However, the system’s code had been written by a third-party team that, as it turned out, had cut a few corners. The development team lacked experience with secure coding practices, and the software had never undergone a proper security review.
2

What We Did

We performed a comprehensive security audit, combining manual code analysis with advanced internal tools. Our team identified multiple anti-patterns and critical security flaws that could have compromised the system’s integrity. We then delivered a detailed report outlining each issue, its potential impact, and the recommended fixes.
3

The Result

The audit helped Fujitsu close security gaps, improve performance, and pass a subsequent external security review with confidence.
Get the Full Stories

Turning Data into Actionable Insights for GuidePoint Systems

GuidePoint Systems, a leader in vehicle tracking and management, needed better visibility into their data. Their teams were surrounded by numbers but lacked a clear, accessible way to turn that data into useful insights.
1
Challenge
The company had large amounts of data about stock, dealers, and vehicles, but it was scattered across systems and difficult to interpret. Sales teams struggled to use this data to drive conversations with clients, and decision-makers didn’t have a real-time view of performance. Without clarity, growth opportunities were slipping by.
2

What We Did

We built a custom data visualization solution that made their numbers come to life. Instead of disconnected reports and endless spreadsheets, GuidePoint now had intuitive dashboards tailored to different teams. Salespeople could see live updates on inventory and dealer performance, while leadership could monitor overall business health in real-time.
3

The Result

While we don’t disclose exact figures, GuidePoint experienced noticeable improvements in performance soon after implementation. Sales teams reported more confident interactions with clients, operations saw better stock control, and leadership could finally make decisions based on current data instead of month-old reports.
Get the Full Stories

Let’s Talk Solutions

Every Great Solution Starts with a Conversation

We’re here to understand your challenges, answer your questions, and explore how we can make a difference for your business.

Whether you have a clear project in mind or need some guidance on where to start, let’s discuss what’s possible.

Start a Conversation

Czerniakowska 145/1
00-453 Warszawa
Polska
Linkedin
NIP: 5242971508
REGON: 525267969
Phone: +48 514 380 928
E-mail: office@codevenom.co
Privacy Policy
© 2025 CODEVENOM. All rights reserved.